• Agency Management Platform
    Achieve Your Agency Goals
    solution for
    Independent Insurance

    FREE Training
    with all new sign-ups

Sales & Marketing

Create sales & marketing campaigns
  • Suspects, Prospects & Clients
  • Segmentation by demographic
  • Drip Marketing

Policy Servicing

Streamline policy servicing for all tasks
  • All lines of business
  • Complete policy life-cycle
  • Automation to save time

Service Automation

Increase agency productivity
  • Thank You Letters
  • Auto Identification Cards
  • Loss Release Forms


Complete insurance accounting system
  • Complete accounting system
  • General Ledger
  • Advanced Reporting

OUR SERVICES Everything Just Got Easier with Nexsure

We offer a wide variety of elective professional services to help agencies grow their business. For more information about our professional services click here
  • Carrier Downloads We process carrier downloads so you do not have to!
  • Marketing Services Our marketing experts will assist you with your marketing objectives.
  • Document Templates We create all of the document templates you need to run your business.
  • Product Training We provide additional training as needed to keep your team as productive as possible.

Questions & Answers

What is an Agency Management Platform?
An Agency Management Platform is a comprehensive solution for independent insurance agencies.
Can I upgrade Editions, or add features, after I go-live?
Yes, you can upgrade Editions, or add features, at anytime after you go-live. Simply contact a representative and they will assist you.
How long does it take to add a user?
You can add users to your account within 24 hours of the request.

What's Included?

Nexsure is a comprehensive platform which provides all of the features you need to run an insurance agency.

  • Sales & Marketing
  • Client/Contact Management
  • Policy Servicing
  • Complete Accounting
  • Carrier Integration
  • Document Management

Take Your Agency to the Next Level in 3 Steps

Select the Nexsure product Edition for your business

Meet with a Nexsure product expert to identify the best Edition to help you grow your business. Add the optional features of the Enterprise Application Integration toolkit, and Full Data Warehouse, and you will have everything you ever need to grow your business.


An Implementation Manager will coordinate the entire process. It starts with an understanding of your business; then we start the initial setup; next the data conversion is launched (if applicable); after the data conversion has been reviewed, we schedule the go-live date and train your staff.

Take your business to the next level!

Now you are ready to take full advantage of the Nexsure platform. Leverage all of the features to take your business to the next level!

Why Choose Us?

Here Are Some Of The Reasons to choose Nexsure
  • Easy to Use
  • Affordable Price
  • Professional Support
  • Fast Response Times
  •    Secure Solution
  • Unlimited Growth

Customer Feedback

  Nexsure has given us the means to dramatically improve our agency's productivity. Leveraging its extensive features, we started by targeting specific labor intensive business processes and automating them one at a time. As a result, on average, each employee now saves approximately 20 hours per month and uses that time toward one-on-one customer interactions, cultivating closer client relationships, and generating new revenue opportunities. We have reclaimed time, and applied it to become a more productive agency that is more connected with our customers.   - Jim Doyle, President   DRD Insurance Agency
  After extensive research and due diligence, our agency determined that Nexsure/XDTI had the most advanced and progressive agency management solution and the flexibility to integrate our processes into a new system. Now that we've completed the transition, we know first-hand that Nexsure is head-and-shoulders beyond traditional agency management systems- perhaps that is due to the "move forward" management/leadership at XDTI…  - Matthew Peterson  Mills Insurance & Peterson Insurance Services, Inc.
  Nexsure's client access is an excellent resource for our clients and staff. Client access allows us to work collaboratively with over 75 of our largest clients. In addition to having automobile identification cards, certificates, and policies accessible anytime, clients have the ability to add documents and update information. This has allowed us to cut down on e-mail and save time!  - Ginger Imes   DS&P Insurance Services, Inc.
  Nexsure's Microsoft Office integration is simply amazing! We do custom proposals for new, as well as renewal business, and Nexsure makes it easy. Nothing we've seen, with our old system or from other systems we reviewed, is as powerful…  - Jared H. Morgan   Paducah Insurance Agency